<ul>
<li><strong>BCG 和 Moloco 发布的新消费 AI 颠覆指数揭示了最受影响的行业</strong></li>
<li><strong>新闻、旅游、汽车市场和零售是最有可能受到颠覆的行业</strong></li>
<li><strong>汽车 OEM、金融科技、金融服务、媒体/流媒体和社交媒体的风险最低</strong></li>
</ul>
<p>, /PRNewswire/ -- AI 正在实时重塑数字经济，迫使营销人员解码新的消费者行为并重新思考他们的策略。在对顶级营销领导者的调查中，67% 的人表示他们预计消费者旅程将发生重大颠覆，几乎所有人都在为即将到来的重大变化做好准备。</p>
<p>继续阅读</p>
<p><img src="https://imageproxy.pbkrs.com/https://www.prnewswire.com/news-releases/null?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://www.prnewswire.com/news-releases/null"/></p>
<p>界面之争：介绍消费 AI 颠覆指数</p>
<p>为了了解哪些行业最容易受到面向消费者的大型语言模型和 AI 助手的颠覆，波士顿咨询集团（BCG）和 Moloco——一家领先的 AI 性能广告公司——开发了消费 AI 颠覆指数。该联合报告评估了 17 个面向消费者的垂直行业在 AI 驱动的颠覆中的脆弱性。</p>
<p>这些是 BCG 和 Moloco 新报告《界面之争：介绍消费 AI 颠覆指数》中的一些见解。该报告结合了来自全球五个地区的 238 位高级营销领导者的调查结果，以及来自 3200 多个应用程序的性能数据，这些应用程序的下载量超过 2000 亿次。数据包括来自 Moloco 广告客户的匿名垂直基准，如保留率、用户价值和获取成本的指标，以及来自有机和付费流量来源的数据。</p>
<p>&#34;AI 从根本上重塑了消费者与品牌的互动方式，&#34; BCG 合伙人及报告共同作者 Giorgo Paizanis 说。&#34;我们的研究表明，要想获胜，营销人员必须在三个方面建立防御能力：发现、服务和客户关系。那些早期行动的人可以将这种颠覆转化为持久的优势，将 AI 从威胁转变为增长的新渠道。&#34;</p>
<p><strong>介绍 BCG x Moloco 消费 AI 颠覆指数</strong></p>
<p>消费 AI 颠覆指数是一项定性和定量研究，沿着两个轴线绘制 17 个面向消费者的垂直行业：AI 驱动的颠覆风险和客户关系的强度（见附图）。</p>
<p>该指数揭示了四种准备状态：</p>
<ul>
<li><strong>被突破（例如，旅游、零售和新闻）：</strong> 这些垂直行业面临高颠覆风险，因为 AI 压缩了发现和比较。它们的生存依赖于加强客户关系并将 AI 嵌入到自己的平台中。</li>
<li><strong>无防御（例如，游戏、约会和生成 AI）：</strong> 这些垂直行业面临中等颠覆风险，但品牌联系较弱。它们的挑战是通过个性化和 AI 合作将交易关系转化为持久的忠诚度。</li>
<li><strong>安全（例如，金融科技、金融服务和媒体/流媒体）：</strong> 这些垂直行业的颠覆风险最低，具有固有的信任和监管护城河。它们的机会在于利用 AI 提高效率和超个性化的参与。</li>
<li><strong>竞争（例如，生产力）：</strong> 这些垂直行业结合了强大的客户资产和一定的服务颠覆风险，使它们在定义 AI 如何融入其垂直行业方面处于强势地位。</li>
</ul>
<p>&#34;随着消费者从搜索世界转向答案世界，我们看到一种行为转变，这可能会在广泛的行业中颠覆数字品牌，&#34; Moloco 首席营销官及报告共同作者 Paul D'Arcy 说。&#34;在这个 AI 新时代中，能够蓬勃发展的公司将专注于长期客户关系、拥有的数字表面（如应用程序）以及加强品牌和忠诚度的策略。&#34;</p>
<p>在此下载出版物：https://www.bcg.com/publications/2026/introducing-the-consumer-ai-disruption-index</p>
<p><strong>媒体联系人：</strong> BCG: Eric Gregoire - [email protected]</p>
<p>Moloco: Diana Adair - [email protected]</p>
<p><strong>关于波士顿咨询集团</strong> 波士顿咨询集团与商业和社会的领导者合作，解决他们最重要的挑战并抓住他们最大的机遇。BCG 于 1963 年成立时是商业战略的先驱。今天，我们与客户紧密合作，采用一种转型方法，旨在使所有利益相关者受益——赋能组织实现增长，建立可持续的竞争优势，并推动积极的社会影响。</p>
<p>我们多元化的全球团队带来了深厚的行业和职能专业知识，以及质疑现状和激发变革的多种视角。BCG 通过前沿的管理咨询、技术和设计以及企业和数字风险投资提供解决方案。我们在公司内部和客户组织的各个层面采用独特的协作模式，推动帮助客户蓬勃发展并使世界变得更美好的目标。</p>
<p><strong>关于 Moloco</strong> Moloco 是一家 AI 性能广告公司，赋能企业通过广告推动增长和变现。Moloco 的全球规模 AI 系统是其三条独特产品线的基础。Moloco Ads 是一个面向移动应用营销人员的 AI 驱动广告平台，旨在在当今以移动为主的世界中推动实际商业成果。Moloco 商务媒体和流媒体变现解决方案使零售商、市场和流媒体平台能够建立平衡观众体验和广告商表现的创收广告业务。Moloco 于 2013 年由一组机器学习工程师创立，在美国、英国、德国、韩国、中国、印度、日本和新加坡设有办事处。</p>
<p>来源：波士顿咨询集团（BCG）</p>
<p><img src="https://imageproxy.pbkrs.com/https://rt.prnewswire.com/rt.gif/query-RGF0ZUlkPTIwMjYwMTIxJk5ld3NJdGVtSWQ9TkU2NzU5OCZUcmFuc21pc3Npb25fSWQ9MjAyNjAxMjEwMDAxUFJfTkVXU19VU1BSX19fX19ORTY3NTk4?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://rt.prnewswire.com/rt.gif/query-RGF0ZUlkPTIwMjYwMTIxJk5ld3NJdGVtSWQ9TkU2NzU5OCZUcmFuc21pc3Npb25fSWQ9MjAyNjAxMjEwMDAxUFJfTkVXU19VU1BSX19fX19ORTY3NTk4"/></p>

<p>最近由 BCG 和 Moloco 进行的一项调查显示，67% 的顶级营销领导者预计消费者行为将受到显著的人工智能驱动的影响。消费者人工智能干扰指数识别了面临风险的行业，其中旅游、零售和新闻行业面临较高的干扰，而金融科技和媒体则相对不那么脆弱。报告强调，营销人员需要通过加强客户关系和利用人工智能实现增长来适应这一变化。随着消费者互动的演变，公司必须专注于长期忠诚度和有效利用数字平台，以在人工智能时代中蓬勃发展</p>

<ul>
<li><strong>New Consumer AI Disruption Index from BCG and Moloco Reveals the Most Exposed Industries</strong></li>
<li><strong>News, Travel, Auto Marketplaces, and Retail Are the Industries Most at Risk for Disruption</strong></li>
<li><strong>Auto OEMs, Fintech, Financial Services, Media/Streaming and Social Are at Lowest Risk</strong></li>
</ul>
<div class="lb-trans"><ul>
<li><strong>BCG 和 Moloco 发布的新消费 AI 颠覆指数揭示了最受影响的行业</strong></li>
<li><strong>新闻、旅游、汽车市场和零售是最有可能受到颠覆的行业</strong></li>
<li><strong>汽车 OEM、金融科技、金融服务、媒体/流媒体和社交媒体的风险最低</strong></li>
</ul>
</div><p>, /PRNewswire/ -- AI is rewiring the digital economy in real time, forcing marketers to decode new consumer behaviors and rethink their playbooks. In a survey of top marketing leaders, 67% say they expect major disruption to the consumer journey, and nearly all are bracing for meaningful shifts ahead.</p>
<div class="lb-trans"><p>, /PRNewswire/ -- AI 正在实时重塑数字经济，迫使营销人员解码新的消费者行为并重新思考他们的策略。在对顶级营销领导者的调查中，67% 的人表示他们预计消费者旅程将发生重大颠覆，几乎所有人都在为即将到来的重大变化做好准备。</p>
</div><p>Continue Reading</p>
<div class="lb-trans"><p>继续阅读</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://www.prnewswire.com/news-releases/null" alt="" original-src="https://www.prnewswire.com/news-releases/null"/></p>
<p>Battle for the Interface: Introducing the Consumer AI Disruption Index</p>
<div class="lb-trans"><p>界面之争：介绍消费 AI 颠覆指数</p>
</div><p>To understand which industries are most exposed to disruption from consumer-facing large language models and AI assistants, Boston Consulting Group (BCG) and Moloco—a leader in AI performance advertising—have developed the Consumer AI Disruption Index. The joint report assesses 17 consumer-facing verticals in terms of their vulnerability to AI-driven disruption.</p>
<div class="lb-trans"><p>为了了解哪些行业最容易受到面向消费者的大型语言模型和 AI 助手的颠覆，波士顿咨询集团（BCG）和 Moloco——一家领先的 AI 性能广告公司——开发了消费 AI 颠覆指数。该联合报告评估了 17 个面向消费者的垂直行业在 AI 驱动的颠覆中的脆弱性。</p>
</div><p>These are among the insights in a new report from BCG and Moloco titled <em>Battle for the Interface: Introducing the Consumer AI Disruption Index</em>. The report features findings from a survey of 238 senior marketing leaders from five regions of the world, combined with performance data from more than 3,200 apps with over 200 billion downloads. The data includes anonymized vertical benchmarks from Moloco advertisers such as metrics for retention, user value, and acquisition cost, and from organic and paid traffic sources.</p>
<div class="lb-trans"><p>这些是 BCG 和 Moloco 新报告《界面之争：介绍消费 AI 颠覆指数》中的一些见解。该报告结合了来自全球五个地区的 238 位高级营销领导者的调查结果，以及来自 3200 多个应用程序的性能数据，这些应用程序的下载量超过 2000 亿次。数据包括来自 Moloco 广告客户的匿名垂直基准，如保留率、用户价值和获取成本的指标，以及来自有机和付费流量来源的数据。</p>
</div><p>&#34;AI is fundamentally reshaping how consumers interact with brands,&#34; said Giorgo Paizanis, a BCG partner and co-author of the report. &#34;Our research shows that to win, marketers must build defensibility on three fronts: discovery, service, and customer relationships. Those who move early can turn this disruption into a durable advantage, recasting AI from a threat into a new channel for growth.&#34;</p>
<div class="lb-trans"><p>&#34;AI 从根本上重塑了消费者与品牌的互动方式，&#34; BCG 合伙人及报告共同作者 Giorgo Paizanis 说。&#34;我们的研究表明，要想获胜，营销人员必须在三个方面建立防御能力：发现、服务和客户关系。那些早期行动的人可以将这种颠覆转化为持久的优势，将 AI 从威胁转变为增长的新渠道。&#34;</p>
</div><p><strong>Introducing the BCG x Moloco Consumer AI Disruption Index</strong></p>
<div class="lb-trans"><p><strong>介绍 BCG x Moloco 消费 AI 颠覆指数</strong></p>
</div><p>The Consumer AI Disruption Index is a qualitative and quantitative study that maps 17 consumer-facing verticals along two axes: risk of AI-driven disruption and strength of customer relationships (see exhibit).</p>
<div class="lb-trans"><p>消费 AI 颠覆指数是一项定性和定量研究，沿着两个轴线绘制 17 个面向消费者的垂直行业：AI 驱动的颠覆风险和客户关系的强度（见附图）。</p>
</div><p>The index reveals four archetypes of readiness:</p>
<div class="lb-trans"><p>该指数揭示了四种准备状态：</p>
</div><ul>
<li><strong>Breached (for example, travel, retail, and news):</strong> These verticals face high disruption risk as AI compresses discovery and comparison. Their survival depends on strengthening customer relationships and embedding AI within their own platforms.</li>
<li><strong>Undefended (for example, gaming, dating, and GenAI):</strong> These verticals face moderate disruption but have weak brand ties. Their challenge is to convert transactional relationships into durable loyalty through personalization and AI partnerships.</li>
<li><strong>Secured (for example, fintech, financial services, and media/streaming):</strong> These verticals are at lowest risk for disruption, with inherent trust and regulatory moats. Their opportunity lies in using AI to drive efficiency and hyperpersonalized engagement.</li>
<li><strong>Contested (for example, productivity):</strong> These verticals combine strong customer equity with some exposure to service disruption risk, putting them in a strong position to define how AI integrates into their verticals.</li>
</ul>
<div class="lb-trans"><ul>
<li><strong>被突破（例如，旅游、零售和新闻）：</strong> 这些垂直行业面临高颠覆风险，因为 AI 压缩了发现和比较。它们的生存依赖于加强客户关系并将 AI 嵌入到自己的平台中。</li>
<li><strong>无防御（例如，游戏、约会和生成 AI）：</strong> 这些垂直行业面临中等颠覆风险，但品牌联系较弱。它们的挑战是通过个性化和 AI 合作将交易关系转化为持久的忠诚度。</li>
<li><strong>安全（例如，金融科技、金融服务和媒体/流媒体）：</strong> 这些垂直行业的颠覆风险最低，具有固有的信任和监管护城河。它们的机会在于利用 AI 提高效率和超个性化的参与。</li>
<li><strong>竞争（例如，生产力）：</strong> 这些垂直行业结合了强大的客户资产和一定的服务颠覆风险，使它们在定义 AI 如何融入其垂直行业方面处于强势地位。</li>
</ul>
</div><p>&#34;As consumers move from the world of search to the world of answers, we're seeing a behavioral shift that risks disrupting digital brands across a broad range of industries,&#34; said Paul D'Arcy, Moloco chief marketing officer and a co-author of the report. &#34;The companies that will thrive in this new age of AI will focus on longer-term customer relationships, owned digital surfaces like apps, and strategies that strengthen brand and loyalty.&#34;</p>
<div class="lb-trans"><p>&#34;随着消费者从搜索世界转向答案世界，我们看到一种行为转变，这可能会在广泛的行业中颠覆数字品牌，&#34; Moloco 首席营销官及报告共同作者 Paul D'Arcy 说。&#34;在这个 AI 新时代中，能够蓬勃发展的公司将专注于长期客户关系、拥有的数字表面（如应用程序）以及加强品牌和忠诚度的策略。&#34;</p>
</div><p>Download the publication here: https://www.bcg.com/publications/2026/introducing-the-consumer-ai-disruption-index</p>
<div class="lb-trans"><p>在此下载出版物：https://www.bcg.com/publications/2026/introducing-the-consumer-ai-disruption-index</p>
</div><p><strong>Media Contacts:</strong> BCG: Eric Gregoire - [email protected]</p>
<div class="lb-trans"><p><strong>媒体联系人：</strong> BCG: Eric Gregoire - [email protected]</p>
</div><p>Moloco: Diana Adair - [email protected]</p>
<div class="lb-trans"><p>Moloco: Diana Adair - [email protected]</p>
</div><p><strong>About Boston Consulting Group</strong> Boston Consulting Group partners with leaders in business and society to tackle their most important challenges and capture their greatest opportunities. BCG was the pioneer in business strategy when it was founded in 1963. Today, we work closely with clients to embrace a transformational approach aimed at benefiting all stakeholders—empowering organizations to grow, build sustainable competitive advantage, and drive positive societal impact.</p>
<div class="lb-trans"><p><strong>关于波士顿咨询集团</strong> 波士顿咨询集团与商业和社会的领导者合作，解决他们最重要的挑战并抓住他们最大的机遇。BCG 于 1963 年成立时是商业战略的先驱。今天，我们与客户紧密合作，采用一种转型方法，旨在使所有利益相关者受益——赋能组织实现增长，建立可持续的竞争优势，并推动积极的社会影响。</p>
</div><p>Our diverse, global teams bring deep industry and functional expertise and a range of perspectives that question the status quo and spark change. BCG delivers solutions through leading-edge management consulting, technology and design, and corporate and digital ventures. We work in a uniquely collaborative model across the firm and throughout all levels of the client organization, fueled by the goal of helping our clients thrive and enabling them to make the world a better place.</p>
<div class="lb-trans"><p>我们多元化的全球团队带来了深厚的行业和职能专业知识，以及质疑现状和激发变革的多种视角。BCG 通过前沿的管理咨询、技术和设计以及企业和数字风险投资提供解决方案。我们在公司内部和客户组织的各个层面采用独特的协作模式，推动帮助客户蓬勃发展并使世界变得更美好的目标。</p>
</div><p><strong>About Moloco</strong> Moloco is the AI performance advertising company, empowering businesses to drive growth and monetization through advertising. Moloco's planet-scale AI systems are the foundation of Moloco's three distinct product lines. Moloco Ads is an AI-powered advertising platform for mobile app marketers built to drive real business outcomes in today's mobile-first world. Moloco Commerce Media and Streaming Monetization solutions enable retailers, marketplaces, and streaming platforms to build revenue-generating ad businesses that balance viewer experience and advertiser performance. Moloco was founded in 2013 by a team of machine learning engineers and has offices throughout the US, the UK, Germany, Korea, China, India, Japan, and Singapore.</p>
<div class="lb-trans"><p><strong>关于 Moloco</strong> Moloco 是一家 AI 性能广告公司，赋能企业通过广告推动增长和变现。Moloco 的全球规模 AI 系统是其三条独特产品线的基础。Moloco Ads 是一个面向移动应用营销人员的 AI 驱动广告平台，旨在在当今以移动为主的世界中推动实际商业成果。Moloco 商务媒体和流媒体变现解决方案使零售商、市场和流媒体平台能够建立平衡观众体验和广告商表现的创收广告业务。Moloco 于 2013 年由一组机器学习工程师创立，在美国、英国、德国、韩国、中国、印度、日本和新加坡设有办事处。</p>
</div><p>SOURCE Boston Consulting Group (BCG)</p>
<div class="lb-trans"><p>来源：波士顿咨询集团（BCG）</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://rt.prnewswire.com/rt.gif/query-RGF0ZUlkPTIwMjYwMTIxJk5ld3NJdGVtSWQ9TkU2NzU5OCZUcmFuc21pc3Npb25fSWQ9MjAyNjAxMjEwMDAxUFJfTkVXU19VU1BSX19fX19ORTY3NTk4" alt="" original-src="https://rt.prnewswire.com/rt.gif?NewsItemId=NE67598&amp;Transmission_Id=202601210001PR_NEWS_USPR_____NE67598&amp;DateId=20260121"/></p>

三分之二的顶级营销领导者预计人工智能驱动的变革将对消费者行为产生重大影响